Gm If you still wonder why I'm pushing the Bitcoin DeFi narrative This is not a quick meta that will go away in two weeks We talk about a seismic shift in a multi trillion addressable market Invest the time to understand the biggest crypto thesis by reading Lombard's pinned post

Gm See you later in the Yapline Space (11 am CET)

Demystifying Kaito's Mindshare Calculations This video explains Kaito's rolling window approach to calculate multi-day mindshare stats

Gm I salute you 🫡

GOAT Network Update [July 14, 2025] Here is everything you need to know 1⃣ Pre-market performance Pre-market key price surged to $7.45 (or 745%) on Aspecta 2⃣ Staking Yield (on Artemis) Native BTC yield is currently offering a 46% annual return. This is non-custodial and built directly on BTC. Add around 102% based on the pre-market valuation in $GOATED tokens. 3⃣ Interview on WuBlockchain The interview on WuBlockchain with GOAT founder Kevin explains the economic model in a clear and accessible way. 4⃣ Kaito Campaign GOAT has allocated a pool of 10M $GOATED (1% of the token supply) for contributors The activity period end on Dec 17, 2025 Here you see the current top-20 (30D mindshare) It's not an overly competitive leaderboard where smaller and medium sized accounts have a fair chance to position themselves

Gm Tune into today's Crunchin Sats Vol. 25 with Benny (@rarity_garden), the founder of Trac Network / TAP Protocol at 1 pm EST

To PUMP or not to PUMP? The PUMP ICO made me think about my moral limits in crypto What I mean by that: Which coins do I want to touch and which ones are below my moral limits PUMP is a no go for me I won't provide any detailed reasoning here bcs if you read this you know about live streamed suicides or industrialized pump and dump scams Don't argue with great PMF: Crack has great PMF as well I aim to apply moral standards to my content as well I'm not aiming for the highest paying Kaito Earn campaigns But I search for market segments and projects that hopefully will be around next cycle Which is particularly important for young and untested Pre-TGE projects Hence, I decided to focus on Bitcoin DeFi (which also fits well to my personal interests) Even though competition is heating up in the BTCFi eco, these projects run on the largest and most decentralized chain I see a sustainable use case with a trillion dollar addressable market Players like Lombard are already recognized by key players (check out their consortium members, plus the recent Greyscale announcements) Finally, I don't judge anyone here. It's your money and your decisions. Everyone has to make their own decision. I made mine and decided to take gud care of my Karma.

Gm Taking some time to reflect

Kaito Leaderboard Framework [Correction] I tested whether you actually read and understand my content And you failed miserably! All of you! I included an error (on purpose) by flipping the axis labels in the figure and the text Here you find the corrected version (all results hold through, it's just about the labelling). I also added some additional details to the graph. ----- This framework combines the Kaito Leaderboard Strength (horizontal dimension) with the projects' 30D Mindshare (vertical dimension) I scale each dimension from 100% to -100% relative to their median An (best-practice) example: Infinex has the highest 30D Mindshare (4.81%) which is transformed to 100%. At the same time, Infinex has the second highest Leaderboard Strength (1,453 average Yaps) which is 52.6% on the relative scale. I sort all pre-TGE projects into four quadrants based on their relative Mindshare and Leaderboard Strength The best position is Quadrant I: it contains the projects with relatively high Mindshare and Leaderboard Strength Quadrant II includes projects with relatively high Mindshare but relatively low Leaderboard Strength. These projects are able to activate their rather mid-size and smaller yappers to achieve a strong outcome. Quadrant III combine relatively low Mindshare with a relatively strong Leaderboard. Projects attracted larger yappers but those may not post often or impactful enough. Quadrant IV include projects with relatively low Mindshare and Leaderboard Strength. The most problematic combination. Find the data for the four quadrants in the original thread Note that the current results are based on only one snapshot and rather serve as an illustrative example ----- On a serious note: this happens if you do the 5 am routine and had too little sleep while crafting your posts

Gm Thank you for holding your Bitcoin and following my account 🙏🏼 All 23k of you🧡